Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,493 |
EDWARD JONES4 years Filed as: EDWARD D JONES AND CO Service code 16 · EIN 43-0345811 | Consulting | $22,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,411 | $86,795-70.7% | $67,681-62.5% | $64,728-60.7% |
| Participation rate | 57.1% | 71.7%-14.5pp | 73.7%-16.6pp | 57.9%-0.8pp |
| Annual return | 14.94% | 12.58%+2.4pp | 590.58%-575.6pp | 49.38%-34.4pp |
| Employer contribution / active EE | $853 | $2,837-69.9% | $2,678-68.2% | $2,243-62.0% |
| Participant deferral / active EE | $1,437 | $3,430-58.1% | $3,976-63.9% | $2,729-47.4% |
| Admin fee / account holder | $11 | $238-95.4% | $6,100-99.8% | $1,145-99.0% |